About Lincoln Financial Group
<p>Retirement plan administration is a core part of Lincoln Financial Group’s business, with a focus on recordkeeping and compliance support for employer-sponsored plans. Founded in 1905, the firm has 11,000 employees and works with 7,622 clients overseeing $116.4B in AUM (2025).</p> <p>The company is headquartered in Radnor, Pennsylvania, in the Philadelphia metro area, and has major offices in Hartford, Connecticut (Greater Hartford), Fort Wayne, Indiana (northeast Indiana), and Omaha, Nebraska (the Omaha–Council Bluffs metro). This multi-office footprint supports plan sponsors across the Midwest and Northeast, as well as nationally.</p> <p>Lincoln Financial Group is a Fortune 200 financial services company that also offers annuities, life insurance, and group protection. For plan sponsors, the differentiator is the ability to pair day-to-day plan administration with a broader menu of insurance and retirement products under one organization.</p> <ul> <li>Plan recordkeeping for employer retirement programs</li> <li>Compliance support tied to ongoing plan operations</li> <li>Retirement plan services for employers and their employees</li> <li>Annuities, life insurance, and group protection offerings</li> </ul>
Website: https://www.lincolnfinancial.com/public/employers/products/employerretirementplans
Founded: 1905
Employees: 11000
Office Locations
- Hartford, CT
- Fort Wayne, IN
- Omaha, NE
- Radnor, PA (Headquarters)
Services Offered
- Compliance Services
- Recordkeeping
Client Statistics (2025)
- Total Clients: 21,200
- Total AUM: $116.4B
- Total Participants: 1,567,285